Category: security | 保衛 | 정보 보안 | 情報セキュリティー

According to Wikipedia security can be defined:

Security is protection from, or resilience against, potential harm (or other unwanted coercive change) caused by others, by restraining the freedom of others to act. Beneficiaries (technically referents) of security may be of persons and social groups, objects and institutions, ecosystems or any other entity or phenomenon vulnerable to unwanted change. Security mostly refers to protection from hostile forces, but it has a wide range of other senses: for example, as the absence of harm (e.g. freedom from want); as the presence of an essential good (e.g. food security); as resilience against potential damage or harm (e.g. secure foundations); as secrecy (e.g. a secure telephone line); as containment (e.g. a secure room or cell); and as a state of mind (e.g. emotional security).

Back when I started writing this blog, hacking was something that was done against ‘the man’, usually as a political statement. Now breaches are part of organised crime’s day to day operations. The Chinese government so thoroughly hacked Nortel that all its intellectual property was stolen along with commercial secrets like bids and client lists. The result was the firm went bankrupt. Russian ransomware shuts down hospitals across Ireland. North Korean government sanctioned hackers robbed 50 million dollars from the central bank of Bangladesh and laundered it in association with Chinese organised crime.

Now it has spilled into the real world with Chinese covert actions, Russian contractors in the developing world and hybrid warfare being waged across central Europe and the middle east.

  • Middle Earth playlist + more things

    Middle Earth playlist

    In Deep Geek through his Middle Earth playlist goes in depth into the world that JRR Tolkien built around The Hobbit and The Lord of The Rings. Christopher Tolkien added to the world through his work compiling and editing his father’s manuscripts. Keeping track of it all is a huge undertaking and Tolkien fans often disagree over nuances. Hence, the Middle Earth playlist acts as a sort of audio CliffsNotes analogue to all things Tolkien-related.

    Ahascragh races

    The Ahascragh of my memories is a one-road town with a petrol station slash local garage and tractor repair workshop, pub and one or two general stores. It was the local market town closest to the farm where my Dad grew up in Galway. By comparison it barely merits the name of town compared to the local urban centre Ballinasloe. This TV news section is from 1977. This seems to be encouraging child jockeys and raising money for the local GAA club.

    Big Trouble In Little China

    Big Trouble In Little China has a number of problematic aspects to it, but is saved by its efforts to honour the Chinese and Hong Kong cinema that went on before. It’s one of my guilty pleasures as I am a big John Carpenter fan.

    Cadbury Lunch bars

    Cadbury South Africa promoted their Lunch Bar using a character called Tumi who is the ultimate side hustler.

    According to Dan Parmenter who was the creative director on the project

    So, we created the story of Tumi, a streetwise hustler who has a couple of different vocations and even owns his own small business. His streetwise nature means that even though he’s managed to snag a part as an extra in a war film, he’s still not shy of a bit of his own shameless self-promotion.

    Dan Parmenter

    Sir Michael Caine reads Kipling, Neeson reads Yeats

    Sir Michael Caine reads Kipling for a UN campaign.

    Liam Neeson reads Yeats for RTÉ

    Generative machine learning algorithm animation

    Using StableDiffusion algorithm to create a video that explore our past, present and future. It has a charm to it that reminds me of old stop motion animation.

    Alan Dulles

    Alan Dulles talks about the role of intelligence and regime change in foreign states in this old film. It is interesting that the film starts off with a modern Soviet tank that the CIA managed to acquire through theft. Dulles was the head of the CIA during the early cold war. He was responsible for coups in Iran and Guatemala. His career finished with the Bay of Pigs.

    https://youtu.be/ZZQ54yqtlRw
  • And1 + other stuff

    And1 tapped culture

    I worked peripherally on And1 early on in my career, but it didn’t catch fire in Europe than it did in the US. I hadn’t known the full extent of the buzz marketing campaign that backed up the brand in the US. Here’s the early versions of their ‘mix tapes’, which did for street football what skate videos did for skateboarding in the 1980s. They blew up street basketball in the US, in a similar way to the X Games blowing up extreme sports. ESPN got on board with a sports related reality TV show with players competing for an And1 team contract.

    But all the buzz marketing didn’t get the cut through that Wieden + Kennedy’s Freestyle TV advert did, effectively depositioning And1 from its street ball territory. Then there was a tie-up show on MTV2 that was similar to the And1 | ESPN show of the previous year. The lesson I took away from And1 was that product and reach both matter. Nike could buy reach and And1 didn’t have any product of note after the Tai Chi.

    China

    Road to Nowhere: Debts Mount with China’s Prestigious Silk Road Project – DER SPIEGEL 

    Opinion | Why China will become ever more dangerous as its baby bust worsens – The Washington Post – closing windows of opportunities will change risk appetite

    Consumer behaviour

    Am I burnt out, or is this just life now? Stylist magazine – interesting op-ed

    Economics

    UK inflation to hit 18.6% next year according to Citi | Financial Times 

    Energy

    Are We Ready for a Swappable EV Battery? – Power Electronics News 

    Hong Kong

    MACAU DAILY TIMES 澳門每日時報 » The Star’s ties with Chow Tai Fook under questions amid alleged triads links – Australia’s Star casino had the Chow Tai Fook business family as investors. There were allegations of connections to triads. It makes sense for criminals to be interested in the jewellery business because of the opportunity for money laundering and smuggling. But Chow Tai Fook is such a big name that is a stalwart of the Hong Kong Stock Exchange and a huge brand in Asia. More here: Queensland government endorsed Star casino stake for Hong Kong company with Chinese Triad links – ABC News

    Innovation

    Photonics Computing Converts Decades-Long Skeptics – EE Times Europe 

    Opinion: Intel’s ‘smart capital’ is a warning from the past | eeNews Europe – the author considers the rise of private equity to fund new silicon fabs as a warning of peak semiconductors. Similar things happened in the 1980s and 1990s when large businesses like Coca-Cola helped fund manufacturing facilities. The key difference this time is how globalisation has been thrown into reverse by ‘Made in China 2025’ and hostile moves against Taiwan

    A Simple Fuzzy Logic based Neural Model – EEWeb 

    Luxury

    Loss of Chinese tourists forces Europe’s luxury retailers to rethink | Financial Times – A recent surge in Middle Eastern tourists, as well as US visitors buoyed by the strong dollar, has helped fill stores. Eduardo Santander, CEO of the European Travel Commission, said the lack of Chinese tourists left the many luxury retailers that relied heavily on them with “a huge feeling of loss”, but had spurred “a huge effort to diversify”. Retailers have personalised their services. During Europe’s Covid lockdowns, shop assistants contacted customers via WhatsApp with tailor-made recommendations. Berg sees a “possible return to the old idea of service and store management from the 1990s, the little black book with all the customers’ addresses and preferences in it”. “You have to do much more to attract local customers,” Berg said. “They can come back, they have more time to spend, versus an international customer that was determined and straightforward.” – A few thoughts on this: The article asserts that Chinese tourists are straightforward and not picky. I think Chinese tourists are very picky by comparison, although the diagou’s supplying lower tier cities or buying to order might appear to be ‘luxury hoovers’. Secondly, luxury brands have treated non-Chinese customers abysmally (in particular the watch makers like Rolex and their retail partners like the Watches of Switzerland group) and they deserve all the problems that they get. Only focusing on the Chinese market has allowed the Chinese customers to blow up the secondary market. A straw poll of people that I know who have a Rolex from the past 10 years or so:

    • All of them had to buy their watch on the secondary market
    • About 80 percent of them had original warranty cards with Chinese family names, which is far higher than the 30 to 40 percent share that Chinese consumers make of the global luxury market

    Finally, I don’t see the market coming back in the same way given Xi Jingping’s focus on common prosperity which will make luxury consumption increasingly problematic.

    Marketing

    Byron Sharp skewers Binet & Field’s 60:40 rule, smashes attention metrics, BVOD ad stacking, multi-channel amplification effect – Mi3 – interesting read, I think his assessment of Binet and Fields based on data quality doesn’t sit right.

    This New Study Reveals How Brand Loyalty is On the Decline / Digital Information World – I see this as more indicative of economic recession rather than any major change. Gallup showed that traits such as preference for green products decline in a recessionary environment, it would make sense if brand loyalty took a similar battering in favour of private label brands and substitute products

    Materials

    Magnesium-ion batteries: A step closer to reality – Electronic Products 

    No country for roll men: tubeless toilet paper a catastrophe, says Blue Peter star | Waste | The Guardian 

    Chinese scientists create a ‘plasma shower’ to improve stealth bomber performance | South China Morning Post 

    Online

    On the Infrastructure Providers That Support Misinformation Websites | Proceedings of the International AAAI Conference on Web and Social Media 

    Retailing

    Why recession-worried shoppers aren’t shopping at TJ Maxx, Ross, or Nordstrom Rack — Quartz 

    Security

    British government “loves” to spy – criticizes Facebook plan to launch end-to-end encryption in 2023 – Gizchina.com – this is interesting as it shows how the international reputation of the UK is suffering

    Telecoms

    T-Mobile US, SpaceX start project to deliver near complete connectivity in the US – Telecompaper – T-Mobile US rather than T-Mobile as a whole

    Broadcom, Tencent to commercialise co-packaged 25Tbit optical switch | eeNews Europe 

    Web of no web

    Facebook Misinformation Is Bad Enough. The Metaverse Will Be Worse | RAND 

    ‘Share a Coke’ Campaign in Greater China Features Metaverse Music Festival Experience 

    Zuckerberg’s Lifeless Metaverse Avatar Is Comically Different From the One He Advertised 

    People Are Going on Dates in the Metaverse and It Sounds Very Strange | Futurism 

  • Aleksandr Dugin + more stuff

    Aleksandr Dugin

    Over the weekend, Darya Dugina was blown up in a car bomb under the Toyota Landcruiser, her newsworthiness was down to her being the daughter of Aleksandr Dugin. News stories covering the bomb blast described Aleksandr Dugin as a political commentator close to the Putin regime. But that descriptor doesn’t really tell you that much.

    Aleksandr Dugin is a political philosopher, published author and commentator. But most importantly he is the founder of the Eurasian Movement. This movement supports neo-Eurasianism. This means opposing and rolling back the Atlanticism of western nations and having Russia to rebuild its influence through annexations and alliances, underpinned by an ultranationalist and neo-fascist ideological logical world view that considers America and liberal values the scapegoat for every ill.

    https://flic.kr/p/2nFvPwm

    Dugin’s written work

    Foundations of Geopolitics: The Geopolitical Future of Russia published in 1997, outlined in how Aleksandr Dugin saw the future of Russia. it would form an alliance with Iran in the middle east. Reassert control over former Soviet republics, dismantling some completely like Ukraine and Georgia.

    Dugin on re-engineering the world’s borders

    It would look to address what it perceived as a threat from China, encouraging China to look south to its neighbours on the South China Sea rather than north to the former Qing empire lands now full of natural resources. This would allow China to solve the Straits of Malacca problem in its favour. The constraint to its move west would be India inside the Eurasian empire.

    Aleksandr Dugin wanted the UK was to be isolated, as he viewed it as an aircraft carrier of the US, (echoes of Orwell’s 1984 in that viewpoint). Europe is to remade an anti-Atlanticist Franco-German bloc, that would affect a ‘Finlandisation of Europe’. Countries like Poland, would become a vassal like state of Russia. Orthodox countries would look towards Russia as the home of their mother church and cultural lodestone. Finland would be absorbed into Russia. Eventually, due to an over-reliance on Russian commodities, Aleksandr Dugin hoped to engineer an economic shock. Germany’s dependancy on Russian gas and oil would ultimately allow Russia to pick up the pieces in Europe and create an empire stretching from Dublin to Vladivostok

    Aleksandr Dugin maybe at a distance from the Putin administration, but his political ideas have influenced Vladimir Putin, Russian foreign policy and military thinking.

    Uneasy Euroasian detente

    One can only see Russia’s relationship with China as reminiscent of the von Ribbentrop – Stalin detente of the interwar years, based purely on timing and mutual convenience.

    Demographics

    Aleksandr Dugin’s ideas are challenged by demographics. In the Middle East, Iran and Shai Muslim community are outnumbered by their Sunni counterparts. Russia’s own population growth is in terminal decline and not a match for China should it decide to go north. Which probably explains why Dugin tries to shoehorn India into part of the Eurasian empire.

    The current war in Ukraine is as much a product of Aleksandr Dugin as it is of Vladimir Putin. President Putin is merely implementing Dugin’s vision slavishly. It is also interesting that the attempt on the life of Aleksandr Dugin seems to have given new ideological impetus to the invasion of Ukraine in Russia.

    Is Dugin’s Eurasian ideological purity a threat to the Putin administration?

    Marx and Lenin were dead by the time that Mao came along, so the Chinese communist party was never threatened by the legitimacy of their thought leaders with a higher authority ideologically pure voice. If they were alive today, it would be impossible for Xi Jingping to accuse Marx or Lenin of being guilty of hstorical nihilism. But Aleksandr Dugin exists outside of the Putin administration, he could be a natural rallying point of Putin’s support basis as the philosophical centre. He could be even considered a rival leader to Putin, drawing support from believers across the military intelligence and political classes. Making Aleksandr Dugin into a martyr just at the point when Russia has been suffering setbacks has some obvious benefits for the Putin administration and arguably less benefits for the Ukrainian government.

    Business

    The reinvention of Goldman Sachs: what has David Solomon achieved? | Financial Times – surprisingly little when it comes to the bottom line and ceding investment banking performance to Morgan Stanley

    China

    From Drugs to Corruption: The Growing Presence of Chinese Organized Crime in Latin America – In 2021, China’s policy banks ⁠— the China Development Bank (CDB) and Export-Import Bank (Exim) ⁠— made no loans to Latin America for the second consecutive year. Beijing is now essentially focused on financing Chinese companies to operate in the region. This shift in strategy and the resulting proliferation of Chinese companies in Latin America will increase the circulation of people and money that are no longer under the direct control of local governments. Based on current trends, Chinese criminal organizations will likely thrive in this new economic environment. Extortion, money laundering through front firms, and smuggling are already increasing, posing a severe threat to the population’s safety in the region. Worthwhile reading in conjunction with: Will Kenya’s next president follow through on China contract promises? | South China Morning Post – William Ruto campaigned on threats to deport illegal workers and make big contracts with Chinese companies public. But politics and the reality of government are two different things, observers say

    China’s recession, and how it’ll fight it – by Noah Smith and this won’t help things: Taiwan tensions force multinationals to rethink China risk | Financial Times 

    China Youth Jobless Rate Hits Record 20% in July on Covid Woes – Bloomberg 

    Consumer behaviour

    Interesting dive into what’s causing the ‘great resignation’ and what it will mean for productivity

    Culture

    Guy Ritchie talks about Snatch – as a film, its interesting, but I won’t bother buying my own copy of Blu-Ray. A few things of note:

    • The direct influence of Sam Peckinpah’s western films on Snatch was not a connection that I saw coming at all
    • Ritchie talks about directing a Jason Statham film remotely via iPad, rather than being on set. I presume that this was done during COVID but still very interesting
    • His use of amateurs as actors because they were the right kind of characters
    • The folkloric nature of pub stories. The bit that chimed with me is how I knew of similar characters growing up at a similar time to Ritchie and some of them I knew personally. As I moved in more middle class circles my exposure to that world declined

    Design

    Big Car have a great documentary on the development of the Renault Scénic including an interview with Renault’s head of design at the time Patrick le Quément.

    Economics

    Why Mexico is missing its chance to profit from US-China decoupling | Financial Times – While foreign companies have borne the brunt of López Obrador’s attacks, the handful of big Mexican businesses that control large parts of the economy have been less affected. When the president wanted to tackle inflation, his government invited Mexican business leaders for private conversations to agree an informal pact limiting price rises on basic groceries. “It wasn’t a big sacrifice,” noted the owner of one large Mexican group.  Mexico’s oligarchs have reinforced the impression of a cosy relationship with the president by making supportive statements in public and confining any criticism to conversations behind closed doors. “All the Mexican business leaders complain about Amlo,” says the chief executive of one big foreign company. “But when they meet him, they all appear afterwards in public saying how wonderful he is . . It’s a circle of collusion.”

    The Squeeze on Russia Is Loosening – by Matthew C. Klein – which begs the question, how is this possible?

    Ethics

    Interesting discussion with Dr Joseph Needham on the boundaries of science and the role of religion.

    FMCG

    [New Report] The US$3.66 billion bubble tea market of Southeast Asia – TLD by MW | DO

    Gadgets

    I hadn’t realised that 8-track cartridges were used as a karaoke medium in Japan. I thought that they had gone from vinyl to cassette and then on to laser disc. Vinyl based karaoke is what gave use the Technics SL-1200 series of turntables, which is why the speed control on the right hand side of the deck was called a ‘pitch fader’.

    The reason why these karaoke featured have a common design with the US 8-track cartridge players is likely down to the relatively high tooling costs to create the plastic mouldings. You can see the ’round polished marks in the recessed section where the inputs and outputs are that show a tools has been amended and quickly cleaned up.

    Health

    MACAU DAILY TIMES 澳門每日時報 » Article on ‘fat’ Arab women sparks uproar over body-shaming 

    In The Shadow Of Roe V Wade, Headspace Focuses Marketing On Women’s Health Education | The Drum 

    Linda Evangelista back on Vogue cover after being ‘deformed’ by procedure – BBC News 

    Interesting development in diabetes patients in the US. This could break players like Novo Nordisk.

    CSL unites under a single global brand – News 

    Hong Kong

    Samuel Bickett had some really good insight into why Joshua Wong and several other people pled guilty to charges under the national security law : The Hong Kong 47 Committed No Crime…So Why Are So Many of Them Pleading Guilty? – Bickett points out that their actions were legal under the Basic Law article 52, but the National Security Law seems to supersede and reinterpret the basic law to anything the authorities want it to be.

    The Chief Executive of the Hong Kong Special Administrative Region must resign under any of the following circumstances: When he or she loses the ability to discharge his or her duties as a result of serious illness or other reasons; When, after the Legislative Council is dissolved because he or she twice refuses to sign a bill passed by it, the new Legislative Council again passes by a two-thirds majority of all the members the original bill in dispute, but he or she still refuses to sign it; and When, after the Legislative Council is dissolved because it refuses to pass a budget or any other important bill, the new Legislative Council still refuses to pass the original bill in dispute.

    Chapter 4, section 1, article 52, Hong Kong Basic Law (via the Hong Kong Government Basic Law website)

    This now becomes subversion.

    At the moment, this will be of most interest to more political types. Now if you apply that interpretation to short sellers like Muddy Waters Research, punchy buy-side equity analysts or a brief that an advertising planner like me might write where a client is competing against a connected Hong Kong or Chinese company – then legal, reputable and ethical commercial activities can result in national security charges at the whim of the Hong Kong government. This is something that many multinational companies seem to be sleep walking into. Work for a multinational like a VPN provider? That looks like colluding with a foreign power, subversion or even terrorism under the National Security Law.

    The use of the term “national security” is particularly objectionable because the concept has frequently been used in China to criminalise the peaceful exercise of the rights of expression and to persecute those with legitimate demands like democracy and human rights. Its inclusion raises fears of extension of such Mainland Chinese practices to Hong Kong especially in the light of Article 23 of the Basic Law.

    1997–98 Memorandum submitted by the Hong Kong Human Rights Monitor, Appendix 5, paragraph 136

    Hong Kong already had substantive security laws in place since British rule. Notably the 1971 Criminal Ordinance which remains on the books.

    Then there is the way that the judiciary in Hong Kong has been shaped by the National Security Law. No defendant has won any points with regards the law and judicial decisions have allowed the law to be used in a retrospective manner in concert with older colonial era laws.

    Secondly, Bickett provides great insight into how the process of being shipped back and forth to court and even the hearings themselves are designed to grind the defendants down mentally and physically. Which explains: Benny Tai and Joshua Wong among 29 Hong Kong democrats set to plead guilty in high-profile subversion case – Hong Kong Free Press HKFP – at the time that I read it, I noted an interesting correlation between those that managed to get bail and pleading not guilty, versus those denied bail and pleading guilty.

    ‘Now Hong Kong people are to run Hong Kong…’

    Ordeal of Hong Kong hostages in jobs scam a warning not to be ignored | South China Morning Post – With several Hongkongers still unaccounted for after being trafficked to Southeast Asian countries, security officials have set up a special task force to investigate

    Ideas

    Activism isn’t for everyone – by Ian Leslie – The Ruffian 

    The Adoption of Innovation | Stanford Social Innovation Review

    Innovation

    The War Economy: Is America falling behind China in science? – Noah Smith on how Chinese military civil fusion is affecting the relative balance between the US and communist China

    Welfare Queens | No Mercy / No Malice – Galloway on the benefits of US government research funding

    Exclusive: Shanghai software firm is behind Hong Kong’s failed bid for UK’s Pulsic, as geopolitics spurs rivalry for semiconductor supremacy | South China Morning Post – Pulsic is the developer of some innovative electronic design automation software. Worthwhile reading with: China strongly opposes U.S. chips bill: commerce ministry-Xinhua – guess that means the US is doing the right thing

    SK hynix DRAM Product Planning Spearheads the Memory Evolution in the Post-HBM3 Era – EETimes 

    Ireland

    Foreign Agent – The IRA’s American connection | Novara Media – interesting documentary on NORAID

    Japan

    A film produced by a German film crew in 1966 to try and bring to life Japanese life for a European audience. I am sure that some of the manufacturing scenes are b-roll footage, but it is fascinating nonetheless. There is a style to the car and light truck designs which is a lovely aesthetic.

    Vintage Studio 1 tracks mixed by Japanese sound system veterans Mighty Crown

    Korea

    Tesla quickly losing grounds in Korea with zero sale in July – 매일경제 영문뉴스 펄스(Pulse) – how much of this is down to production related shortages versus domestic competition is anyone’s guess at the moment

    Luxury

    Why are rich Chinese consumers selling their Rolexes? Passing on your luxury watch or Hermès Birkin bag might get you cash quick in China’s struggling economy – but prices are dropping | South China Morning Post – “The boom time is over,” says James Wang, a seller of second-hand luxury watches in the eastern city of Nanjing. “We are entering a correction period that could last for a long time.” “Patek Philippe says you never actually own its watch but merely look after it for the next generation,” he continues. “That’s not the case in a business crisis. It’s probably the weakest I’ve seen in my 25 years in China.” – A few things going on here.

    1/ Chinese consumers overstretched themselves on luxury goods

    2/ China is going through straitened financial times, 6 percent GDP growth feels like zero growth in developed markets. I have heard growth being described as being closer to 3 percent. Government control and intervention means that you won’t see the kind of collapse you saw in the west during 2008 and 2009 and internal security would stomp all over any ‘Occupy Wall Street’ analogue. Security forces are already suppressing depositors who have lost their savings in regional banks. There are also a lot of investors in property businesses: China Evergrande Shares Are Worthless, Top Fund Manager Says 

    3/ Change in political tone. ‘Common prosperity’ means less money at the top and in the upper middle classes, which then means less luxury consumption. And finally you are coming down from a huge global high: Swiss Watch Exports Hit a Eight-Year High as Demand Continues – Robb Report 

    Materials

    Lignin may lead to greener, stronger carbon fiber – Futurity – not particularly surprising given that brown coal is called lignite

    GE’s Molten Salt Battery Failure – by Jon Y 

    Online

    What “algorithm details” Beijing asked for from Chinese tech giants and China will NOT break up tech platforms: PKU task force | Pekingnology – they’ll just co-opt them instead

    Google Search Is Quietly Damaging Democracy | WIRED and more Google woes: Google loses two execs: one for Messaging and Workspace, another for Payments | Ars Technica 

    Security

    Russia Holding Its Arms Expo With Weapons That May Be A ‘Hard Sell’ Now. | SOFREP – it is interesting that the Russians took steps to make sure the captured American gear on display was spotlessly clean, right down to the tyre paint. Who is to say that some of the gear came in by being bought or traded with the Taliban rather than from the Ukraine battlefield? I wouldn’t be surprised if Russia did a ‘homage’ to the M777. Russia has a wealth of experience in titanium fabrication from submarine hulls to aircraft, so the M777 carriage shouldn’t be that hard. The challenge would be the digital tools used to facilitate a higher degree of accuracy.

    Chinese robotic dog maker Unitree distances itself from Russian report showing a mounted rocket launcher | South China Morning Post 

    Software

    This New Tool Lets You Analyse TikTok Hashtags – bellingcat 

    Web of no web

    Moving beyond Wipeout’s Red Bull billboards – We Are Social UK 

    Dentsu claims new VI service can unlock the metaverse – More About Advertising 

    Animoca Brands launches new season for The Sandbox amid plunging metaverse real estate prices | South China Morning Post – The Hong Kong-based blockchain video gaming platform is launching its biggest season yet on August 24, offering 98 ‘experiences’ over 10 weeks. The Sandbox is betting on an extended season to attract players as its Ethereum-based virtual land sales have fallen to a quarter of their value nine months ago

    ViewSonic lays out plans for education metaverse – ViewSonic, which marks its 35th year of establishment in 2022, has been actively promoting digital transformation in recent years, shifting from a hardware company to a solutions company. Looking towards the future, company chairman James Chu has laid out the key development strategy of “ecosystem as a service,” announcing the Universe education metaverse software. Chu pointed out that ViewSonic has transformed in response to the rapidly changing environment. The company will focus on assisting the digital transformation of the education market. In the third quarter of 2021, ViewSonic’s electronic whiteboard was already no.1 in global market share, Chu said. Its Universe education metaverse software aims to level up the traditional 2D digital education into a 3D interactive virtual education platform. The goal is to solve the lack of interactivity and participation and make online education feel as if it is in-person. The proposed “ecosystem as a service” is about the integration of hardware, software and service, it said. Regarding software and hardware, ViewSonic will integrate its ViewBoard, a smart interactive electronic whiteboard, with myViewBoard, a digital teaching platform, to provide a complete education technology solution.

    Wireless

    Nokia radio technology to enable AST SpaceMobile’s direct-to-cell phone connectivity from space | AST & Science and MediaTek powers mobile phone connection with 5G non-terrestrial network – Telecompaper

    China’s Huawei signs $100 million deal with Solomon Islands | Sydney Morning Herald 

  • NCNRs + more stuff

    NCNRs

    Industry Structure: Fabs are in Favor – LTAs are the Tell – Fabricated Knowledge had this interesting article on the role of NCNRs – which means non cancelable, non refundable orders. Chip foundries have to spend an enormous amount of money to be at the cutting edge of manufacturing. They also need to retain staff who understand the best way to use this capital and the machines that it buys. So they spread the risk, which is where NCNRs come in. NCNRs provide the chip foundry with guaranteed revenue and remove the foundries dependence on all the other aspects of the customers supply chain. Don’t long term agreements do the same thing? Long term agreements do guarantee revenue over a set number of years, but it might not be delivered in an even manner, for instance Apple might half orders in one quarter and push back up again in the next. But if you combine NCNRs within an LTA you end up with an entirely predictable revenue stream. NCNRs mean that you capital expenditure becomes more predictable and your operating expenses have money to meet them. The foundry has worked to derisk this business by moving it on to the customer.

    https://flic.kr/p/2iWdPD2

    NCNRs works for the largest cutting edge foundries and their clients. But it could be also used to keep legacy foundries alive for the likes of car manufacturers.

    Economics

    Economists must get more in touch with our feelings | Financial Times – Jon Clifton, the head of Gallup, which has been tracking wellbeing around the world for many years, notes a polarisation in people’s life-evaluations. Compared with 15 years ago (before the financial crisis, smartphones and Covid-19) twice as many people now say they have the best possible life they could imagine (10 out of 10); however, four times as many people now say they are living the worst life they can conceive (0 out of 10). About 7.5 per cent of people are now in psychological heaven, and about the same proportion are in psychological hell.

    Xi’s Great Leap Backward | Foreign Policy – Amid China’s worsening economic crisis, nearly one-fifth of those between the ages of 16 and 24 are now unemployed, with millions more underemployed. One survey found that of the 11 million Chinese students who graduated from college this summer, fewer than 15 percent had secured job offers by mid-April. Even as many U.S. and European workers are seeing their salaries surge, this year’s Chinese graduates can expect to earn 12 percent less than the class of 2021. Many will make less than truck drivers—if they are lucky enough to find a job at all – so much in this to unpack

    UK’s debt and welfare payments bill set to soar by more than £50bn | Financial Times

    Energy

    Germany Sees Tidal Shift in Sentiment Toward Atomic Energy – DER SPIEGEL 

    Ethics

    Why banning Huawei is proving easier said than done | Business | The Sunday Times – Huawei remains in the UK, with 1,000 or so staff working at offices including an HQ in Reading and a research and development centre in Cambridge, where it is investing £1 billion. It provides funding to universities and has a small stake in Oxford Sciences Innovation, which commercialises research from Oxford University. The BBC still shows Huawei adverts on its websites outside the UK, even though the company is alleged to have provided Chinese authorities with surveillance technology to target the Uighur population.

    OnlyFans Accused of Paying Bribes to Put Enemies on Terrorist Watchlist 

    Finance

    Economic misconceptions of the crypto world – by Noah Smith 

    India’s Fintech Success: UPI – by Jon Y 

    Catalyst Nodes Monitor – how many people are using Decentraland

    FMCG

    Exports of Korean Instant Noodles Hit Another Record – The Chosun Ilbo (English Edition)

    Health

    The Digitally-Savvy HCP | Indegene 

    Doctors are under more work pressure than during height of covid-19 pandemic in 2020 | The BMJ 

    Hong Kong

    Chinese secret police warned exiled Hong Kong businessman over parliament plan — Radio Free Asia – China’s state security police threatened an overseas Hong Kong businessman who recently announced plans to set up a parliament-in-exile with repercussions for his family members who remain in the city, RFA has learned. Hong Kong’s national security police said last week they are investigating former pro-democracy lawmaker-elect Baggio Leung, overseas businessman Elmer Yuen and journalist Victor Ho for “subversion of state power” under a draconian national security law after they announced plans to set up the overseas parliament. “They warned me in advance [not to go ahead with the plan], but I ignored them,” Yuen told RFA in a recent interview, saying he had been contacted by state security police in Beijing, not the national security unit of Hong Kong’s police force. “They gave me a number of warnings, [including] saying I still have family members in Hong Kong,” he said, adding that there “no point” in worrying about it. Yuen’s comments came as his daughter-in-law Eunice Yeung, a New People’s Party member of the current Legislative Council (LegCo) whose members were all pre-approved by Beijing ahead of the last election, took out an advertisement in Hong Kong’s Oriental Daily News, publicly severing ties with her father-in-law – a couple of things. 1/ This will drive awareness and consideration of the parliament. 2/ It is very similar to the cutting ties done by Myanmar families of opposition members

    Hong Kong’s shortened covid quarantine won’t revive its economy — Quartz – the Hong Kong government this week finally shortened mandatory hotel quarantines for inbound travellers from three days to seven. But the city remains as cut-off from the world as ever. Tourists and business travellers are deterred by Hong Kong’s stringent, costly, and often unpredictable quarantine measures. As a result, Hong Kong’s economy has taken a hit, sliding into a recession last month following two consecutive quarters of negative GDP growth. The outlook is clouded with uncertainty, as zero-covid policies locally and on mainland China continue to weigh on consumer demand and trade.

    Innovation

    Interesting view on DARPA’s Gambit project. It builds on scram jet technology to build a more efficient energy.

    Neuromorphic Chip Gets $1 Million in Pre-Orders – EETimes 

    Media

    MoFi sold high end vinyl pressings and claimed that they had a high-end analogue only chain from master tape to vinyl pressings. The reality is rather different. That doesn’t mean that the records are not great quality recordings, but they aren’t what they claim to be.

    TikTok employees complain of ‘kill list’ aimed at forcing out London staff | Financial Times – pretty standard wolf culture practice and then this at Google: Google issues threats to its employees – behave or get fired | Gizchina 

    Online

    Millennial Internet Tics Have Gone From Cool to Cringey – The Atlantic – I’m still guilty of the “Millennial pause.” After hitting “Record,” I wait a split second before I start speaking, just to make sure that TikTok is actually recording. Last year, @nisipisa, a 28-year-old YouTuber and TikToker who lives in Boston, coined the term in a TikTok about how even Taylor Swift can’t avoid the cringey pause in her videos. “God! Will she ever stop being relatable,” @nisipisa, herself a Millennial, says. Gen Zers make up a larger portion of TikTok’s base, and have grown up filming themselves enough to trust that they’re recording correctly. Which is why, as short-form video comes to Instagram (Reels), YouTube (Shorts), and Snapchat (Spotlight), the Millennial pause is becoming easier to spot

    Reverse Image Search – Find Similar Images | Duplichecker.com – a metasearch engine like Dogpile, but for reverse image searching

    China regulator says Alibaba, Tencent have submitted app algorithm details | Reuters 

    Retailing

    Back to the trend line? — Benedict Evans – the post-COVID impact on e-tailing

    Japan’s online shoppers call time on spending spree | Financial Times 

    Security

    China National Intelligence Law – article seven makes for particularly grim reading if you are engaged in the Chinese market, have Chinese employees or use Chinese products

    Interesting dig into the US aid being sent to the Ukraine and what it implies about strategy.

    Taiwan

    2022 TSMC Update – by Jon Y – The Asianometry Newsletter – really interesting update on TSMC

    China fears losing international support for its claims on Taiwan: analysts — Radio Free Asia 

    Telecoms

    Google tries shaming Apple into adopting RCS with #getthemessage campaign – The Verge – of course they won’t talk about how Google abandoned RSS and XMPP

  • The Line

    The Line or Neom

    The Line or Neom is a building project in Saudi Arabia. It is a 110 mile or 170 kilometre long building. It will be 200 metres wide and 500 metres or 1,600 feet tall. Inside the structure will be a city to house 9 million people, amenities like school and leisure, their work and public transportation.

    https://flic.kr/p/2nBSEqB
    NEOM advert in the FT

    The Line will be run on renewable energy and involve some sort of smart grid to optimise the living experience. They’ve apparently already started the earth works on construction and expect to have it completed by 2030.

    Dystopian

    The Line has been criticised in western media as dystopian. The mind immediately turns to science fiction visions like Judge Dredd’s Mega City One or William Gibson‘s cityscapes in his sprawl trilogy books: Neuromancer, Count Zero and Mona Lisa Overdrive. They would likely consider ‘ideal’ to look more like the Bosco Verticale in Milan, or the STH BNK in Melbourne, Australia, both of which look very nice. However, isn’t necessarily a panacea as one forestry expert noted.

    ″I think it’s very important that trees are given space,” Cecil Konijnendijk, from the University of British Columbia’s Faculty of Forestry, told CNBC.

    “We know that soil — what we call soil volume — is really important, so the trees have to have space underground, maybe even more so than over ground,” he added.

    “And then of course trees will have to have time to develop, so you won’t have instant trees. You’ll have to take the time to make sure they grow up and then they provide the benefits that we want to get from them.”

    Cecil Konijnendijk, from the University of British Columbia’s Faculty of Forestry on CNBC

    And it wasn’t just the media who were critical, there were people who spoke out on social media or wrote to the FT like Mark Hudson of Blandford Forum, Dorset.

    While the developers claim that it has green credentials and is a harbinger of a low carbon future, there are concerns about its effect on local fauna, flora and migrating birds.

    Retrofuturism

    https://flic.kr/p/eEXuvW
    Moonwalk 1 Artist: Andy Warhol, 1987 Media: Silkscreen on paper Description: The famous image of astronaut Buzz Aldrin standing on the Moon has become an icon of popular culture. It became material for Warhol’s silkscreen series of nationally known images printed on vibrant, retro, poster colors. Image Credit: Andy Warhol for the NASA Art Program

    When I saw the adverts for The Line, I was reminded of two things. NASA’s Art Program and the visual futurism of Syd Mead.

    https://flic.kr/p/2dhVfdH
    A poster apparently designed by Syd Mead for the 1983 World Sports Fair in Japan

    Syd Mead created designs and conceptual art for clients including Ford Motor Company and Philips Electronics.

    In the 1970s and 1980s, Mead and his company provided architectural renderings, both interior and exterior, for clients including Intercontinental Hotels, 3D International, Harwood Taylor & Associates, Don Ghia, Gresham & Smith and Philip Koether Architects.

    As the 1980s came around Mead developed working relationships a number of Japanese corporations including Sony, Minolta, Dentsu, Dyflex, Tiger Corporation, Seibu, Mitsukoshi, Bandai, NHK and Honda.

    Mead cemented his place on popular culture with his work on

    Mead’s world, was the world that my generation were promised but was never delivered. Instead we got social media. (If you want to see more of Mead’s work I suggest Sentury and Sentury II.)

    https://flic.kr/p/2nDi9tF
    NEOM advert in the FT

    NASA has an art program that is still running, all be it in a diminished form today. During the 1970s NASA Art Program artists and researchers at the NASA Ames Research Center explored what a future space colony might look like.

    Toroidal Space Colony Concept
    Toroidal Colony – Cutaway view, exposing the interior. Art work: Rick Guidice. NASA Ames Research Center
    https://flic.kr/p/nrRGMa
    Torus Interior. Interior view. Art work: Don Davis. NASA Ames Research Center

    That feeling of retrofuturism might not be accidental. An architect writing in the FT commented on the similarity between The Line and a concept proposed (as more a provocation or thought experiment) by a group of Italian artists called Superstudio who proposed a white gridded wall across the Arizona desert in the late 1960s called Il Monumento Continuo or Continuous Monument in English.

    The case for a city like The Line

    Firstly, Saudi Arabia has to do something, doing nothing isn’t an option.

    At the moment, the population is growing at about 1.65% a year and the average age of the population is just below 30 years old. By comparison the population in the UK is 43. Energy consumption tripled from 1981 to 2010 and if things carry on like this the country will soon move from being the worlds largest energy exporter, to a net importer.

    The Saudis only have so much time to do something before the favourable petro-economy conditions turn against them.

    The demand for oil won’t dry up completely, but the economics change when oil becomes about supplying legacy transport in the developing world, which will likely go on for a long while, together with a small amount of vintage vehicles run by enthusiasts.

    To give you an idea of how long this can be. Leaded petrol started its phase out in cars back in 1975, in the US, and only stopped being sold in 2021. Leaded fuel is still used for some aviation power plants.

    Then there will also be a continued need for chemical feedstocks for the likes of the pharmaceuticals sector and manufacturing. At the moment Saudi Arabia’s GDP is just under 600 billion pounds a year, but that doesn’t mean that it will stay at this level for long, or by how much it will decline.

    Then there is the challenge of making Arabian peninsula liveable during climate change. They’ve seen the Arab spring in Egypt and Tunisia, or the Syrian civil war and they don’t want it to happen in Saudi Arabia.

    Concentrated populations in cities are better for the environment than having them spread out homesteading or living in suburbia. Less environmental impact delivering services. All of which Stewart Brand puts the case for; far more elegantly than I could in his Whole Earth Discipline: An Ecopragmatist Manifesto.

    Where does my own opinion lie on The Line?

    I can understand why the Saudis have gone there. They have sound pragmatic reasons for doing something.

    I also feel nostalgic about the childhood future I dreamed of seeing when I looked at Syd Mead and the NASA space colony art work in children’s science books and a sense of a bright future lost.

    But I don’t know how much of it will actually work.

    • Will the Saudis be able to find design fixes for migrating birds or animals in the same way that roads have developed overpasses or underpasses in the west?
    • Will the smart city systems work?
    • What about the renewable energy capacity?
    • Will there be an economy inside The Line? What will it look like?
    • What kind of society will be constructed inside The Line?
    • Will The Line be able to cope with an extreme weather event like a sandstorm, or the flash floods from rare rainstorms that occasionally happen even in the desert?
    • How will the infrastructure be repaired or upgraded once its all built?
    • Will the Saudis be able to afford completing The Line, or will they run out of money? The 2008 financial crisis crushed development in Dubai the following year and the aftershocks are still being felt through stretching out debt deadlines. Dubai property developers like Limitless went through successive rounds of financial restructuring. The Line is a project on a far grander scale.